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Connecting Alpha-Generating Investment Managers with Wealth Managers and the Clients They Serve

For Investment Managers

Our focus is to provide capital introduction services on an outsourced basis.  Our contractual terms are suited to your needs and we work on a retained basis with fee participation.  This provides you with a low cost, variable compensation program with a horizon.   We free the Investment Manager to do what they do best.  We enable the Manager to focus on executing their strategy in the marketplace.  In turn, we stay focused on executing and managing the distribution process.  We segment the marketplace into categories based on the needs and profiles of the firms with whom we work. We profile our client base and run it against the matrix of needs and capacity of the Fund Manager.  After consultation and modifications, we then turn to investor sourcing, introductions and meeting management.     


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www.finra.org

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